A scalable, secure digital onboarding platform for Fairway.
Vaiie delivers one of Jersey's leading private client businesses the onboarding solution to accelerate growth across multiple international finance centres.
Fairway is one of Jersey's most established private client businesses, providing trust, pensions, funds and corporate administration services to high-net-worth individuals and institutions across multiple jurisdictions. Regulated by the Jersey Financial Services Commission, Fairway required an onboarding solution that could match its compliance obligations, support its international growth and deliver a seamless experience for its clients.
Fairway partnered with Vaiie to implement their purpose-built SaaS platform for regulated financial services firms, initially across its Jersey office, with a clear roadmap to roll out across additional strategic locations internationally.
The results
Faster onboarding
Automated CDD workflows and digital identity verification cut new client take-on from weeks to days, freeing teams to focus on client relationships.
Strengthened security
All sensitive client documents are collected and stored in a single encrypted environment, eliminating email transmission risk and meeting Fairway's GDPR obligations.
Built to scale
Configurable, multi-jurisdiction workflows mean Fairway can replicate consistent, compliant onboarding across new locations without proportional increases in headcount.
Related solution
The full story
Operating across multiple international finance centres, Fairway set out to modernise its onboarding process, implementing Vaiie's custom workflow solution, improving the firms visibility over every element of their onboarding processes both internally and with their clients. Adoption of Vaiie's onboarding solution saw Fairway replace manual document collection via email, pdf's and web forms to a centralised, secure outreach portal built for improved customer experience, efficiency, and long-term growth.
Fairway now has a single platform covering every stage of client onboarding. Complex ownership structures are mapped through an interactive structure chart, with dynamic risk scoring applied in real time as each structure is built. Every action, decision and workflow change is captured in a comprehensive key events timeline, providing complete audit trails expected by regulators and giving Fairway's team full visibility at every stage.
AI-powered insights surface contextually relevant guidance throughout the process. FATCA/CRS certification, identity verification and address verification are all captured directly within the onboarding journey through a white-labelled, secure portal. Every piece of client data feeds into a profile reuse engine that creates a single source of truth and eliminates any risk of duplication, increasing efficiency and accelerating onboarding for even the most complex structures. Once onboarding is complete, a consolidated pack is available instantly.
“The team understood the urgency and need to deliver a bespoke solution in a limited timeframe, the output and result was better than expected. I would confidently recommend Vaiie to any regulated financial services firm seeking to modernise onboarding while maintaining regulatory excellence.'
Matt Ebbrell Chief Operating Officer Fairway Group Limited
The solution extends beyond Fairway's internal operations. A fully branded client outreach portal, presented under Fairway's own identity, allows the business to engage its clients in a professional, consistent experience from the very first touchpoint. Clients are guided through the KYC document collection process via a secure, intuitive interface, removing the friction and risk associated with email-based requests. Director approval functionality adds a further layer of governance, ensuring that the appropriate internal sign-off is embedded directly within the workflow.
The result is a process that is not only more secure and compliant, but materially faster and more professional for everyone involved. The response from Fairway's team has been exceptionally positive, with the platform's ease of use, the quality of the branded experience, and the reduction in administrative burden all highlighted as standout improvements. For a business operating across multiple international finance centres and complex holding structures, Vaiie has delivered exactly what was needed: a scalable, audit-ready onboarding infrastructure built for the demands of modern regulated financial services.
“Operating in highly regulated jurisdictions, it was essential that any solution aligned closely with the regulatory expectations. Vaiie demonstrated a strong understanding of these frameworks from the outset, giving us confidence that our onboarding processes would remain robust, compliant and fully auditable.”
Alistair Rothwell Chief Executive Officer Fairway Group Limited
